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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $420,864 | $115,814+263.4% | $101,275+315.6% | $158,982+164.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.32% | 56.16%-38.8pp | 46.48%-29.2pp | 302.99%-285.7pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $18,217 | $4,958+267.4% | $4,371+316.8% | $5,983+204.4% |
| Admin fee / account holder | $110 | $7,249-98.5% | $5,948-98.2% | $11,252-99.0% |